MIAMI, November 05, 2024 — Base Case, Inc. today unveiled an AI-powered financial planning platform that brings institutional-grade planning and wealth management tools to individuals and families. The platform combines net worth analysis, advanced financial modeling, Monte Carlo simulations, scenario analysis, and other tools traditionally reserved for high-net-worth clients.

Our Mission

Our mission is to make professional and cost-effective financial planning accessible to everyone. We believe that each individual differs in the manner in which they undertake their planning, so we offer an all-in-one platform accessible to anyone which is designed to fit individual needs and aspirations. Whether you would like to save for retirement, manage your investments, or create a financial legacy, our platform is designed to assist you throughout the process.


Insights from the Team

Our platform relies on an innovative financial model which we’ve built from the ground up reflecting our years of experience serving clients on Wall Street.

We have designed our features to be user-friendly and intuitive, allowing clients to stay on top of their financial strategies in an enjoyable manner.

Other key features include:
Real-time net worth tracking and projection
Advanced portfolio stress testing
Monte-Carlo simulations
Retirement and multiple-scenario modeling

About Base Case

Base Case develops enterprise-grade financial planning technology for individuals and families. Founded by long-time Wall Street professionals, the company's mission is to make institutional-quality, cost-effective financial planning accessible to everyone.

For more information, visit https://basecasewealth.com/. Base Case provides tools and resources that make financial planning more accessible, manageable, and effective for everyone.

For more information, visit https://basecasewealth.com/.